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For sales, support and account teams

Walk into every conversation prepared.

Customer history, call notes and what you promised shouldn't depend on who took the last call. Have them in front of you before you reply.

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The work you know

The customer remembers everything you said.

A renewal call is in ten minutes. The last conversation is in someone's notes, the concern was raised in a support thread and the promise about a feature is in an email.

ContextStream brings account notes, call summaries and follow-ups together, so you can ask what you know about a customer and see where each answer came from.

A typical workflow

Prepare for a renewal call.

Pull the history together in a minute instead of twenty.

  1. Bring in account notes

    Connect the workspace where account notes live, or import call summaries.

  2. Note what you've learned

    After a call, save the preference, the concern or the promise in a sentence.

  3. Ask before you dial

    Ask what you know about the customer and what was promised, and get an answer with its sources.

Included in the platform

What you can do with it.

Bring in the places you already work

Connect Notion or Slack, choose folders from your drive as those connectors roll out, or import your notes and chat history. ContextStream reads only what you choose.

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Ask where you already chat

Sign in once from Claude or ChatGPT, or ask in the ContextStream web app. Answers point back to the file or note they came from.

See how it connects →

Hand over an account

Give a colleague everything they need to pick up an account without a call, and choose exactly what goes in.

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Start with the full platform

Start with the account you're most worried about.

10,000 credits every month. Full platform access. No credit card.

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